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Bridgewater Certified Public Accountants, Inc.
1299 4th St Suite 500, San Rafael, CA 94901, United States
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Bridgewater Certified Public Accountants, Inc.

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He
Review №1

I switched to Bridgewater a few years ago and the experience has been phenomenal. The staff is all very friendly, no one ever seems annoyed when I have lots of questions or need a lot of support with my books. I’ve been surprised in the past how grumpy people are even when you’re paying them and this company is nothing like that. They give great guidance on helping you keep your hard earned money and have helped my business thrive over the past few years. I feel good knowing I have such a great team when I need them (and I need them a lot because my accounting skills are zilch). They are currently helping me during the sale of my business to ensure I keep the maximum amount of profit in my pocket. I will miss this team when we move out of state. I highly recommend them to everyone!!

Kr
Review №2

About a couple years ago my mom passed away unexpectedly and I needed a CPA firm. I called them to set up an appointment and they had me meet with Ryan personally. I brought a list of questions and he was very patient to listen to them. He provided answers and as he continued to explain the process I was very taken with how incredibly smart this guy is. Anytime I have a question I can email and I get a response within 24 hours no charge. They have a great online portal interface for their clients which allows you to upload documents. Every month they send out an email with very helpful business and personal finance articles. They have a set fee for handling your taxes. If you want peace of mind and a company that is there for you it will not charge you for every little thing this agency is worth it.

Jo
Review №3

Although My husband and myself are what would be called a small potatoes client, Bridgewater has always been fully engaged for us. Respectful, no matter how simplistic the questions. Not only helping us with our taxes, ( always a mystery,) but with sound financial perspective as to our situation as well. Real People are at Bridgewater including their Secretary, Jennifer, who always has the time to listen and customize their response to our needs. Many thanks.

Li
Review №4

Bridgewater was recommended to me by an existing client, after discussions with a previous firm left me bewildered about what should have been a straightforward business filing and structuring. From day one, Bridgewater was a breath of fresh air. They took my business set-up from 0-60, and even within that lightening speed, made sure that I understood all the steps in the process. I can’t say enough good things about my experience, and highly recommend.

An
Review №5

Bridgewater has been the accounting firm for my growing business the last three years. We love them! They make filing taxes painless. They are always very easy to reach and quick to respond. They are not the cheapest out there, but the value is there and is worth it!

Se
Review №6

Ryan, Sheri, and the team at Bridgewater do a professional and attentive job making sure our taxes are submitted properly. If you don’t have much experience performing your own tax work, have made mistakes, or have questions they will always do their best to make sure you receive the best quality of service.Thank you Bridgewater for helping me and my family for several years and counting!

Ne
Review №7

My firm has been a happy client of Bridgewaters for over 5 years, which includes the sale of my business to a third party. They provided excellent guidance and leadership that led to optimal tax and financial decisions. Would recommend to other Marin businesses.

Ke
Review №8

The folks at Bridgewater are top notch professionals that really know their stuff. We are very pleased with the service they deliver for our business. If your a small business looking for a great Accounting Firm, look no further.

Ke
Review №9

I have been very happy with over the years with Sheri and Ryan Neuman of Bridgewater CPA. They are professional and responsive and always keep me updated with the latest tax changes.I own an estate planning service and I have referred quite a few clients to Bridgewater and have heard many good reports from them.

La
Review №10

Bridgewater CPAs has been a trusted CPA and tax preparation service for me now since 2013. Sheri, Ryan, and their team are responsive and friendly and I always feel like my questions are answered clearly, year round. I definitely recommend Bridgewater CPAs.

Ji
Review №11

We have been very happy with Bridgewater Public accountants. Ryan and Sheri have worked with us for several years and they are professional, service oriented and knowledgable. I would confidently recommend them!

Di
Review №12

Weve been with Bridgewater for over 4 years now. They are a great team, always responsive and professional. Highly recommended.

Be
Review №13

Bridgewater has been great to work with over the past several years. Ryan, Sheri, and the team are super responsive, professional, and knowledgable. I highly recommend!

C
Review №14

Ryan and Sheri, along with the whole Bridgewater Team, do an excellent job supporting my personal tax filing needs. They are always professional and response and have provided me excellent service during important moments.

Ki
Review №15

Bridgewater has been supporting our business for many years. They have an exemplarily team of professionals who confidently overcome obstacles, and always go the extra mile to service our requirements.I have referred them to many of our clients and acquaintances who will agree that they always meet or exceed expectations.

St
Review №16

I have used Bridgewater CPAs for several years for both my business and personal tax needs. They are always there for me when I need them!Highly recommended.

Mi
Review №17

Ryan, Sheri and the rest of the team have been trusted advisors to me and my business partners for over 5 years now. Diligent, proactive and knowledgable. Highly recommend!

Do
Review №18

Been using Bridgewater CPAs for many years and we are very satisfied with their service. Tax problems, applying for PPP loans, dealing with the ins and outs of a health care office have all been handled by Bridgewater!!

Cl
Review №19

My name is Chad and I am the owner of Classic Culinaire Catering in Novato. A few years ago we decided it was time to get professional help with our bookkeeping and business strategy. We contacted Bridgwater Certified Public Accountants to see if they could be a right match for our needs. From the first phone call they were professional and ready to help. They set up an in person meeting right away where we met with their whole team. Each team member greeted us and explained their role in the company and how they would be serving our company needs. This made us feel very comfortable and secure. We decided to hire Bridgwater that day and have been extremely pleased with all aspects of their services. They are here for us with every questions and concern and are always happy and eager to help. I would recommend Bridgewater to any company or persons in need of quality and trustworthy accounting service.

Ma
Review №20

Ryan and his team at Bridgewater are professional, knowledgeable and responsive any time we have needed them.

Al
Review №21

Ryan, Joanne, Sheri, Jim and the entire team at Bridgewater have a calm presence as they wade through the subtle details of business and personal accounting needs. They respond quickly, are honest about what they know and what they need to check up upon, engage appropriately with the right set of questions, and ultimately have recommendations which are practical, cost effective, and realistic.

Na
Review №22

Everyone I have ever contacted at Bridgewater Certified Public Accountants has been quick to respond, helpful, and most of all, patient! Thanks to all of you for making tax season less painful!

Ga
Review №23

Our business was growing rapidly, and Bridgewater helped us resolve issues, speed up tax preparation, and alleviated some of the financial strains we were experiencing. We are very, very happy we chose to use Bridgewater as our accounting team!

Sl
Review №24

Bridgewater has been managing my business accounting and tax for over 5 years of which the staff has been easy to work with and professional. I have seen an improvement in my bottom line and a higher level of understanding of business directly due to Sheri and Ryan the partners. Monthly I receive a financial statement and quarterly they give me a financial review and deliver a great report that helps me get deeper into what has been happening with my business. I have grown to a point where I could bring on a controller but Bridgewater CPA continues to be a much better value and has resources that I would not get from one individual. My business is in San Francisco and whether I visit them or they come into the city our working relationship continues to grow. I recommend them whether you are a small or large enterprise.I am following up on an old review I have continued to use Bridgewater and the advisor service has become invaluable to me and my business. Sheri is an outstanding CPA and her knowledge has become indespensible for my business I highly recommend Bridgewater CPA.

Ja
Review №25

Sheri has been an great asset to both my personal situation as well as my business. With so many changes to the tax code if it wasnt for her patience and experience I might end up paying more tax than I want to. I highly recommend Bridgewater CPA.

Ge
Review №26

Bridgewater is an amazing CPA firm, they exceeded my expectation and helped my business develop systems and processes that allowed me to move to the next level. I would recommend them to both business owners and individuals.

Ge
Review №27

Questionable billing practices and missing tax documents!I paid Sheri Neuman, Ryan Neuman, and Bridgewater CPA almost $9,000 between March and July 2014, promptly and without questiion. Upon surprisingly getting yet another bill, on July 21 I made a request for itemizations of their charges due to my concern that; at $200 per hour, this was taking much more time and money than I expected. They wrote in their email reply on July 28, By the way, we bill in 5 minute increments with a minimum of 15 minutes to effect billing. Then, instead of providing me with the itemizations I asked for, they responded to with threats and intimidations that if I did not pay their final bill promptly, they would take me to small claims court.I also received a threatening email and phone message from Ryan Neuman that warned me that they would do what they could to damage my credit if I did not pay them immediately.These days where the standard in business is transparency, why was this policy, that amounted to a $50 minimum charge for 5 minutes work,.... why was this policy kept from me until I questioned the billings? They had me sign a financial ciontract months earlier and wouldnt that be the place and time to reveal their financial policies?After my request for itemized statements, I discovered that there are 5 tax documents missing from my 2012 amended Federal taxes that Sheri Neuman prepared. Sheri has insisted these documents are there. I cannot find them and my new CPA cannot find them either. Rather than continue to disagree with Sheri about whether they are actually there or not, I asked her to simply tell me what page I can find them on (in the PDF file) or just email these missing documents to me. It has now been many, many weeks and I still do not have them.More recently, in Sheris email responses to my continued requests for the missing documents, she has been calling me names and making personal attacks about the kind of person I am... for example: telling me I am a bully and stating that I am only trying to bully her because she is a woman. Her response makes no sense to me and seems like a desperate attempt to avoid the real issues. She is the CPA who did my taxes - it doesnt matter to me if she is a woman or a man.It is now January 9, 2015. I am deeply troubled by the way Sheri Neuman at Bridgewater CPA handled my taxes (missing tax documents) and their billing practices, as well as their unprofessional responses to my request for itemization of their bills and their continued unwillingness to provide them. Given Bridgewater CPAs unwillingness to provide the itemization I am entitled to, I have to question their honesty and integrity in how they billed me. I wish I had been less trusting and more cautious in my dealings with them.

Information
9 Photos
27 Comments
4.2 Rating
  • Address:1299 4th St Suite 500, San Rafael, CA 94901, United States
  • Site:http://bridgewatercpas.com/
  • Phone:+1 415-528-5400
Categories
  • Business management consultant
  • Bookkeeping service
  • Accountant
  • Business to business service
  • Tax consultant
  • Tax preparation
Working hours
  • Monday:Closed
  • Tuesday:8am–6pm
  • Wednesday:8am–6pm
  • Thursday:8am–6pm
  • Friday:8am–6pm
  • Saturday:8am–6pm
  • Sunday:Closed
Accessibility
  • Wheelchair-accessible toilet:Yes
Amenities
  • Toilets:Yes
Planning
  • Appointments recommended:Yes
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